Warren Stoddart joins Chas Burkhart on the Global Investment Leaders podcast
September 22, 2022 | Connor, Clark & Lunn Financial Group
Warren Stoddart, CC&L Financial Group’s President and CEO recently joined Rosemont CEO Chas Burkhart as a guest on the Global Investment Leaders podcast.
A pet in your portfolio: The investment strategy you didn’t know you needed
September 21, 2023 | Global Alpha Capital Management
Explore the pet industry as an investment option, where love for pets can bring economic growth.
Monetary conditions still tightening
September 20, 2023 | NS Partners
Global six-month real narrow money momentum is estimated to have broken to a new low in August, reinforcing pessimism here about economic prospects and casting strong doubt on now widely-held “soft landing” hopes. Real money momentum bottomed in July 2022, recovered during H2 but suffered a relapse in early 2023, retesting the 2022 low in April.
Insurance and natural disasters
September 14, 2023 | Global Alpha Capital Management
Rising natural disasters challenge insurance: are we ready for the financial fallout?
September Outlook: The Quiet Return of Big Government
September 14, 2023 | CC&L Investment Management
Exploring the stealthy rise of US deficits and the quiet shift in fiscal policy amid economic gains.
Steady drip feed of policy support continues in China
September 13, 2023 | NS Partners
The drip feed of policy support in China continues.
UK labour market data weak not “mixed”
September 13, 2023 | NS Partners
A post in May suggested that UK employment would embark on a sustained decline in Q2. This was based on the stock of vacancies having fallen 17% from its 12-month peak – declines of more than 15% historically were always associated with sustained employment falls.
Global “double dip” on track
September 8, 2023 | NS Partners
A “double dip” in the global economy suggested by monetary trends appears to be playing out, with weakness likely to intensify into late 2023. The global composite PMI new orders index – a timely coincident indicator – continued its decline from a May peak last month.
Keep on running
August 31, 2023 | Global Alpha Capital Management
Pandemic-led boom in sneaker sales wanes.
Disastrous European monetary data
August 31, 2023 | NS Partners
Eurozone / UK July money numbers offer further support to the assessment here that ECB / Bank of England policy tightening has been excessive and – unless reversed swiftly – will cause unnecessarily severe economic weakness and a medium-term inflation undershoot. The latest releases are astonishing in several respects.
Why have real yields risen?
August 25, 2023 | NS Partners
Why have global government bond yields picked up over the summer despite weakening PMIs and neutral / favourable inflation news? The rise is attributed here to a further deterioration in the global “excess” money backdrop driven partly by unexpected output strength as an easing of supply constraints has allowed firms to work off order backlogs.
Chinese weakness due to policy misstep
August 23, 2023 | NS Partners
Pessimistic commentators argue that the Chinese economy has entered a “liquidity trap” and faces Japan-style deflation. This assessment is not shared here: a recent monetary slowdown can be explained by misguided policy tightening around end-2022, which is now being reversed, while broad money growth would need to fall much further to suggest a sustained decline in prices.
Forever chemical cleanup challenge
August 17, 2023 | Global Alpha Capital Management
The battle against PFAS contamination intensifies – and how our portfolio company is stepping up.
Easy as ABC (anything but China)?
August 11, 2023 | NS Partners
China’s authorities try to revive animal spirits, India’s banking powerhouse: exploring cyclical and structural shifts in emerging markets.
August Outlook: Things are good…what if it continues?
August 9, 2023 | CC&L Investment Management
Navigating August’s market: Resilient assets, easing inflation and potential growth resurgence?